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Identity Manager 8.1.4 - Administration Guide for Connecting to Exchange Online

Managing Exchange Online environments Setting up Exchange Online synchronization Basic data for managing an Exchange Online environment Configuration parameters for managing an Exchange Online environment Default project template for Exchange Online Editing system objects

Users and permissions for synchronizing with Exchange Online

The following users are involved in synchronizing One Identity Manager with Exchange Online.

Table 2: Users for synchronization
User Permissions
User for accessing Exchange Online You must provide a user account with the following authorizations for full synchronization of Exchange Online objects with the supplied One Identity Manager default configuration.
  • Member of the "Organization Management" role group
  • Member of the "Recipient management" role group

NOTE: Note the password expiry date for the user account for synchronization. Expired passwords will cause synchronization issues.

You can deactivate password expiration for the user account in One Identity Manager. For more information, see the One Identity Manager Administration Guide for Connecting to Azure Active Directory.

One Identity Manager Service user account

The user account for One Identity Manager Service requires permissions to carry out operations at file level. For example, assigning permissions and creating and editing directories and files.

The user account must belong to the Domain users group.

The user account must have the Login as a service extended user permissions.

The user account requires access permissions to the internal web service.

NOTE: If One Identity Manager Service runs under the network service (NT Authority\NetworkService), you can issue access permissions for the internal web service with the following command line call:

netsh http add urlacl url=http://<IP address>:<port number>/ user="NT AUTHORITY\NETWORKSERVICE"

The user account needs full access to the One Identity Manager Service installation directory in order to automatically update One Identity Manager.

In the default installation, One Identity Manager is installed under:

  • %ProgramFiles(x86)%\One Identity (on 32-bit operating systems)
  • %ProgramFiles%\One Identity (on 64-bit operating systems)
User for accessing the One Identity Manager database

The Synchronization default system user is provided to execute synchronization with an application server.

Necessary access rights explained

The user account for synchronization should be a member of the following roles:

  • Organization management
    Administrators who are members of the Organization Management role group have administrative access to the entire Exchange Online organization and can perform almost any task against any Exchange Online object. However, some exceptions apply (such as Discovery Management).
  • Recipient management
    Administrators who are members of the Recipient Management role group have administrative access to create or modify Exchange Online recipients within the Exchange Online organization.

There are two ways that you can assign these roles.

To assign permissions through the Microsoft Online Portal

NOTE: This method requires assigning an Office 365 license to the user account for synchronization.
  1. Navigate to https://portal.microsoftonline.com and log in as administrator.
    This takes you to the Office 365 welcome page.
  2. Click the Administrator tile to open the Admin Center portal.
  3. Select Admin Center | Exchange from the menu on the left-hand side.
    This takes you to the Exchange Admin Center.
  4. In the menu on the left, click Permissions.
  5. Select Recipient Management and click edit.
  6. Add the user account for synchronization to the Members list.
  7. Repeat steps 5 and 6 for the Organization Management role.
NOTE: If the synchronization user account does not appear in the list of members, you can allocate the permissions through Windows PowerShell as described below. It is most likely that the user account does not have a mailbox or is not assigned an Office 365 license. In this case, use the next method.

Setting up the synchronization server

To set up synchronization with an Exchange Online environment, a server has to be available that has the following software installed on it:

  • Windows operating system

    Following versions are supported:

    • Windows operating system version 8.1. or later
    • Windows Server 2012
    • Windows Server 2012 R2
    • Windows Server 2016
  • Microsoft .NET Framework Version 4.7.2 or later

    NOTE: Take the target system manufacturer's recommendations into account.
  • Windows Management Framework 4.0

  • One Identity Manager Service, Exchange Online connector
    • Install One Identity Manager components with the installation wizard.
      1. Select the Select installation modules with existing database option.
      2. Select the Server | Job server | Exchange Online machine role.

IMPORTANT: The Exchange Online One Identity Manager connector uses Windows PowerShell to communicate with the Microsoft Exchange server. For communication, extra configuration is required on the synchronization server and in Exchange Online. For more information, see Configuring participating servers for remote access through Windows PowerShell.

All One Identity Manager Service actions are executed against the target system environment on the synchronization server. Data entries required for synchronization and administration with the One Identity Manager database are processed by the synchronization server. The synchronization server must be declared as a Job server in One Identity Manager.

NOTE: If several target system environments of the same type are synchronized under the same synchronization server, it is recommended that you set up a Job server for each target system for performance reasons. This avoids unnecessary swapping of connections to target systems because a Job server only has to process tasks of the same type (re-use of existing connections).

Use the One Identity Manager Service to install the Server Installer. The program executes the following steps:

  • Sets up a Job server.

  • Specifies machine roles and server function for the Job server.

  • Remotely installs One Identity Manager Service components corresponding to the machine roles.

  • Configures the One Identity Manager Service.

  • Starts the One Identity Manager Service.

NOTE: To generate processes for the Job server, you need the provider, connection parameters, and the authentication data. By default, this information is determined from the database connection data. If the Job server runs through an application server, you must configure extra connection data in the Designer. For detailed information about setting up Job servers, see the One Identity Manager Configuration Guide.

NOTE: The program performs a remote installation of the One Identity Manager Service. Local installation of the service is not possible with this program. Remote installation is only supported within a domain or a trusted domain.

To remotely install the One Identity Manager Service, you must have an administrative workstation on which the One Identity Manager components are installed. For detailed information about installing a workstation, see the One Identity Manager Installation Guide.

To remotely install and configure One Identity Manager Service on a server

  1. Start the Server Installer program on your administrative workstation.

  2. On the Database connection page, enter the valid connection credentials for the One Identity Manager database.

  3. On the Server properties page, specify the server on which you want to install the One Identity Manager Service.

    1. Select a Job server from the Server menu.

      - OR -

      To create a new Job server, click Add.

    2. Enter the following data for the Job server.

      • Server: Name of the Job server.

      • Queue: Name of the queue to handle the process steps. Each One Identity Manager Service within the network must have a unique queue identifier. The process steps are requested by the Job queue using this unique queue identifier. The queue identifier is entered in the One Identity Manager Service configuration file.

      • Full server name: Full server name in accordance with DNS syntax.

        Syntax:

        <Name of servers>.<Fully qualified domain name>

      NOTE: You can use the Extended option to make changes to other properties for the Job server. You can also edit the properties later with the Designer.

  4. On the Machine roles page, select Exchange Online.

  5. On the Server functions page, select Exchange Online connector (via Windows PowerShell).

  6. On the Service Settings page, enter the connection data and check the One Identity Manager Service configuration.

    NOTE: The initial service configuration is predefined. If further changes need to be made to the configuration, you can do this later with the Designer. For detailed information about configuring the service, see the One Identity Manager Configuration Guide.

    • For a direct connection to the database:

      1. Select Process collection | sqlprovider.

      2. Click the Connection parameter entry, then click the Edit button.

      3. Enter the connection data for the One Identity Manager database.

    • For a connection to the application server:

      1. Select Process collection, click the Insert button and select AppServerJobProvider.

      2. Click the Connection parameter entry, then click the Edit button.

      3. Enter the connection data for the application server.

      4. Click the Authentication data entry and click the Edit button.

      5. Select the authentication module. Depending on the authentication module, other data may be required, such as user and password. For detailed information about the One Identity Manager authentication modules, see the One Identity Manager Authorization and Authentication Guide.

  7. To configure remote installations, click Next.

  8. Confirm the security prompt with Yes.

  9. On the Select installation source page, select the directory with the install files.

  10. On the Select private key file page, select the file with the private key.

    NOTE: This page is only displayed when the database is encrypted.

  11. On the Service access page, enter the service's installation data.

    • Computer: Name or IP address of the server that the service is installed and started on.

    • Service account: User account data for the One Identity Manager Service.

      • To start the service under the NT AUTHORITY\SYSTEM account, set the Local system account option.

      • To start the service under another account, disable the Local system account option and enter the user account, password and password confirmation.

    • Installation account: Data for the administrative user account to install the service.

      • To use the current user’s account, set the Current user option.

      • To use another user account, disable the Current user option and enter the user account, password and password confirmation.

    • To change the install directory, names, display names, or description of the One Identity Manager Service, use the other options.

  12. Click Next to start installing the service.

    Installation of the service occurs automatically and may take some time.

  13. Click Finish on the last page of the Server Installer.

    NOTE: In a default installation, the service is entered in the server’s service management with the name One Identity Manager Service.

Related topics

Configuring participating servers for remote access through Windows PowerShell

NOTE: Run the configuration steps on the synchronization server.

To configure a server for remote access using Windows PowerShell

  1. Run Windows PowerShell with administrator credentials from the Run as Administrator context menu.
  2. Enter this command at the prompt:

    winrm quickconfig

    This command prepares for remote access usage.

  3. Enter this command at the prompt:

    Set-ExecutionPolicy RemoteSigned

    This command permits the execution of Windows PowerShell commands (Cmdlets). The script must be signed by a trusted publishers.

Creating a synchronization project for initial synchronization of an Exchange Online environment

Use the Synchronization Editor to configure synchronization between the One Identity Manager database and Exchange Online environment. The following describes the steps for initial configuration of a synchronization project.

NOTE: When setting up the synchronization, note the recommendations described under Exchange Online synchronization features.

IMPORTANT: Each Exchange Online environment should have its own synchronization project.

After the initial configuration, you can customize and configure workflows within the synchronization project. Use the workflow wizard in the Synchronization Editor for this. The Synchronization Editor also provides different configuration options for a synchronization project.

IMPORTANT: It must be possible to reach Exchange Online servers by DNS query for successful authentication. If the DNS cannot be resolved, the target system connection is refused.

Prerequisites for setting up a synchronization project
  • Synchronization of the Azure Active Directory system is carried out regularly.
  • The Azure Active Directory tenant is declared in One Identity Manager.

Have the following information available for setting up a synchronization project.

Table 3: Information required for setting up a synchronization project
Data Explanation

User account and password for logging in

User account and password for logging in to Exchange Online.

Example:

<user>@<domain.com>
<user name of the synchronization user>@yourorganization.onmicrosoft.com

Make a user account available with sufficient permissions. For more information, see Users and permissions for synchronizing with Exchange Online.

Synchronization server for Exchange Online

The One Identity Manager Service with the Exchange Online connector must be installed on the synchronization server.

Table 4: Additional properties for the Job server
Property Value
Server function Exchange Online connector
Machine role Server/Jobserver/Azure Active Directory/ExchangeOnline

For more information, see Setting up the synchronization server.

One Identity Manager database connection data
  • Database server

  • Database

  • SQL Server login and password

  • Specifies whether integrated Windows authentication is used. This type of authentication is not recommended. If you decide to use it anyway, ensure that your environment supports Windows authentication.

Remote connection server

To configure synchronization with a target system, One Identity Manager must load the data from the target system. One Identity Manager communicates directly with the target system to do this. Sometimes direct access from the workstation, on which the Synchronization Editor is installed, is not possible. For example, because of the firewall configuration or the workstation does not fulfill the necessary hardware and software requirements. If direct access is not possible from the workstation, you can set up a remote connection.

The remote connection server and the workstation must be in the same Active Directory domain.

Remote connection server configuration:

  • One Identity Manager Service is started

  • RemoteConnectPlugin is installed

  • Exchange Online connector is installed

The remote connection server must be declared as a Job server in One Identity Manager. The Job server name is required.

TIP: The remote connection server requires the same configuration as the synchronization server (with regard to the installed software and entitlements). Use the synchronization as remote connection server at the same time, by simply installing the RemoteConnectPlugin as well.

For more detailed information about setting up a remote connection, see the One Identity Manager Target System Synchronization Reference Guide.

NOTE: The following sequence describes how to configure a synchronization project if the Synchronization Editor is both:
  • Executed in default mode

  • Started from the Launchpad

If you execute the project wizard in expert mode or directly from the Synchronization Editor, additional configuration settings can be made. Follow the project wizard instructions through these steps.

To set up initial synchronization project for Exchange Online

  1. Start the Launchpad and log in to the One Identity Manager database.

    NOTE: If synchronization is executed by an application server, connect the database through the application server.
  2. Select the Target system type Exchange Online entry and click Start.

    This starts the Synchronization Editor's project wizard.

  1. On the System access page, specify how One Identity Manager can access the target system.

    • If access is possible from the workstation on which you started the Synchronization Editor, do not change any settings.

    • If access is not possible from the workstation on which you started the Synchronization Editor, you can set up a remote connection.

      Enable the Connect using remote connection server option and select the server to be used for the connection under Job server.

  1. On the Connection parameters page, enter the login data for connecting to Exchange Online.
    Table 5: Connection parameters for the Exchange Online
    Property Description
    User name (user@domain)

    Fully qualified name (FQDN) of the user account for log on.

    Example:

    <user>@<domain.com>
    sync.user@yourorganisation.onmicrosoft.com

    Password Password for the user account.

    User Add set to enter more connection parameters. This allows you to add more synchronization users. These are queried cyclically by the Exchange Online connector when queries are sent to Exchange Online. By using multiple synchronization users, it takes longer to reach the throttling limit.

    For more detailed information about throttling limits in Exchange Online, see the Exchange Online documentation from Microsoft.

    To test the connection parameters separately, click in the set. Click Check all sets to check all sets at once.

    Click Next.

  2. Then click Finished to return to the project wizard.
  3. The wizard loads the target system schema. This may take a few minutes depending on the type of target system access and the size of the target system.
  1. On the Restrict target system access page, specify how system access should work. You have the following options:
    Table 6: Specify target system access
    Option Meaning

    Read-only access to target system.

    Specifies that a synchronization workflow is only to be set up for the initial loading of the target system into the One Identity Manager database.

    The synchronization workflow has the following characteristics:

    • Synchronization is in the direction of One Identity Manager.
    • Processing methods in the synchronization steps are only defined for synchronization in the direction of One Identity Manager.

    Read/write access to target system. Provisioning available.

    Specifies whether a provisioning workflow is to be set up in addition to the synchronization workflow for the initial loading of the target system.

    The provisioning workflow displays the following characteristics:

    • Synchronization is in the direction of the Target system.
    • Processing methods are only defined in the synchronization steps for synchronization in the direction of the Target system.
    • Synchronization steps are only created for such schema classes whose schema types have write access.
  1. On the Synchronization server page, select a synchronization server to execute synchronization.

    If the synchronization server is not declared as a Job server in the One Identity Manager database yet, you can add a new Job server.

    1. Click to add a new Job server.

    2. Enter a name for the Job server and the full server name conforming to DNS syntax.

    3. Click OK.

      The synchronization server is declared as a Job server for the target system in the One Identity Manager database.

      NOTE: After you save the synchronization project, ensure that this server is set up as a synchronization server.
  1. To close the project wizard, click Finish.

    This creates and allocates a default schedule for regular synchronization. Enable the schedule for regular synchronization.

    The synchronization project is created, saved, and enabled immediately.

    NOTE: If enabled, a consistency check is carried out. If errors occur, a message appears. You can decide whether the synchronization project can remain activated or not.

    Check the errors before you use the synchronization project. To do this, in the General view on the Synchronization Editor‘s start page, click Verify project.

    NOTE: If you do not want the synchronization project to be activated immediately, disable the Activate and save the new synchronization project automatically option. In this case, save the synchronization project manually before closing the Synchronization Editor.

    NOTE: The connection data for the target system is saved in a variable set and can be modified in the Configuration | Variables category in the Synchronization Editor.

To configure the content of the synchronization log

  1. Open the synchronization project in the Synchronization Editor.

  2. To configure the synchronization log for target system connection, select the Configuration | Target system category.
  3. To configure the synchronization log for the database connection, select the Configuration | One Identity Manager connection category.
  4. Select the General view and click Configure.
  5. Select the Synchronization log view and set Create synchronization log.
  6. Enable the data to be logged.

    NOTE: Some content generates a particularly large volume of log data. The synchronization log should only contain data required for troubleshooting and other analyses.

  7. Click OK.

To synchronize on a regular basis

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the Configuration | Start up configurations category.
  3. Select a start up configuration in the document view and click Edit schedule.
  4. Edit the schedule properties.
  5. To enable the schedule, click Activate.
  6. Click OK.

To start initial synchronization manually

  1. Open the synchronization project in the Synchronization Editor.

  2. Select the Configuration | Start up configurations category.

  3. Select a start up configuration in the document view and click Execute.

  4. Confirm the security prompt with Yes.
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